AWM
Avior Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
11,045
+10,179
| +1,175% | +$1.05M | 0.04% | 271 |
|
|
2025
Q1 | $90.2K | Sell |
866
-11,809
| -93% | -$1.23M | ﹤0.01% | 698 |
|
|
2024
Q4 | $1.15M | Buy |
12,675
+1,780
| +16% | +$162K | 0.04% | 259 |
|
|
2024
Q3 | $1.29M | Buy |
10,895
+7
| +0.1% | +$830 | 0.05% | 236 |
|
|
2024
Q2 | $1.06M | Buy |
10,888
+2,666
| +32% | +$260K | 0.05% | 260 |
|
|
2024
Q1 | $870K | Buy |
8,222
+2,607
| +46% | +$276K | 0.04% | 316 |
|
|
2023
Q4 | $647K | Buy |
5,615
+5,111
| +1,014% | +$589K | 0.04% | 286 |
|
|
2023
Q3 | $46.5K | Buy |
504
+56
| +13% | +$5.16K | ﹤0.01% | 774 |
|
|
2023
Q2 | $51.1K | Sell |
448
-585
| -57% | -$66.7K | ﹤0.01% | 757 |
|
|
2023
Q1 | $138K | Buy |
1,033
+397
| +62% | +$53.1K | 0.01% | 585 |
|
|
2022
Q4 | $86.3K | Buy |
636
+551
| +648% | +$74.8K | 0.01% | 548 |
|
|
2022
Q3 | $12K | Buy |
85
+1
| +1% | +$141 | ﹤0.01% | 824 |
|
|
2022
Q2 | $14K | Hold |
84
| – | – | ﹤0.01% | 720 |
|
|
2022
Q1 | $15K | Buy |
84
+1
| +1% | +$179 | ﹤0.01% | 760 |
|
|
2021
Q4 | $17K | Sell |
83
-60
| -42% | -$12.3K | ﹤0.01% | 731 |
|
|
2021
Q3 | $24K | Buy |
143
+1
| +0.7% | +$168 | ﹤0.01% | 639 |
|
|
2021
Q2 | $27K | Hold |
142
| – | – | ﹤0.01% | 605 |
|
|
2021
Q1 | $24K | Sell |
142
-14
| -9% | -$2.37K | ﹤0.01% | 622 |
|
|
2020
Q4 | $24K | Buy |
156
+81
| +108% | +$12.5K | ﹤0.01% | 588 |
|
|
2020
Q3 | $12K | Hold |
75
| – | – | ﹤0.01% | 657 |
|
|
2020
Q2 | $12K | Buy |
75
+63
| +525% | +$10.1K | ﹤0.01% | 638 |
|
|
2020
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 711 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 738 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 705 |
|
|
2019
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 716 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$4K | – | 711 |
|
|
2018
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 640 |
|
|
2018
Q2 | $4K | Sell |
33
-9
| -21% | -$1.09K | ﹤0.01% | 662 |
|
|
2018
Q1 | $5K | Sell |
42
-35
| -45% | -$4.17K | ﹤0.01% | 627 |
|
|
2017
Q4 | $9K | Buy |
77
+42
| +120% | +$4.91K | ﹤0.01% | 601 |
|
|
2017
Q3 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 415 |
|
|
2017
Q1 | – | Sell |
-32
| Closed | -$3K | – | 490 |
|
|
2016
Q4 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 425 |
|